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When to employ tactical asset allocation
Most investors would agree that this is decidedly not a normal recovery from a normal business cycle recession
The wave will supplant the swipe
Your mobile phone may soon replace your wallet. In the near future, the need to carry cash, credit and debit cards, loyalty/reward cards and transit passes may be replaced by a smart phone and a quick wave over a retailer's scanner
Muni bonds: More bang for the buck
With retail investors exiting municipal bonds for the past six months because of sharply rising interest rates and much-publicized default fears, the asset class now represents an island of high-quality value in a sea of relatively expensive fixed-income options
Rob Arnott: How UMAs can help limit your tax tab
Tax cuts enacted in 2003 are about to expire. If they aren't extended past this year, the top capital gains tax rate will jump to 20%, and dividends will be taxed as regular income, with a top rate of 39.6%.
Time to reconsider bond strategies
For the past three decades, fixed-income investors have benefited from the secular decline in interest rates and corresponding…
Strategies, not just assets, key to alternative investing
What is the cost in portfolio performance if an investor's retirement, education or other goals come before the market ultimately resumes its upward course?
Buying higher-value companies pays
In the equity market rally that has followed the financial crisis, investors have been rewarded for owning stocks at the lower end of the quality spectrum
Gold is neither a good nor bad investment
Numerous commentaries in the media would have the investment world believe that gold is a bad investment
Forget Asia – the bargains are in Europe
The booming emerging economies of greater Asia have been a powerful investment theme for several years now, and China has represented the biggest lure of all
Consumers are game changers in 2011
We are in the midst of a broadening global synchronized expansion with the ascendant consumer as a game changer
Shorting surge points to end of commodities boom
Investors are shorting commodities, a sign that the sector's rally may soon be over.
Dividends really do make a difference
After losing favor for a number of years, dividends are regaining importance in investing
Emerging-markets corporate bonds on rise
As emerging-markets economies have reduced sovereign debt in recent years, the corporate bonds of such nations have taken a more prominent role in fixed-income portfolios
Misinformation drives muni malaise
Technical supply-and-demand factors created uncharacteristically high levels of municipal market volatility in the fourth quarter, particularly between mid-November and December
Making the case for technology
A decade after the Internet bubble burst, many investors remain guarded about technology stocks
India’s infrastructure seen boosting returns
India is one of Asia's most compelling economic success stories
Emerging-markets investing at home
Growth in the emerging markets has led many American investors to focus on identifying foreign companies positioned to…
Individual bonds can help protect income
The Federal Reserve's QE2 strategy, lowering longer-term interest rates at a time when shorter-term rates are already near 0%, creates an impending conundrum for bond investors: what to do now that interest rates either have hit bottom or will remain low for a prolonged time.
Congress provides certainty on taxes — at least for now
Investment advisers now can confidently tell their clients they don't need to rush stock or real estate sales, or scramble to gift chunks of their estate to heirs before the end of the year.
It’s a bond picker’s market – bubble or not
High levels of correlation in the U.S. stock market have made picking individual stocks increasingly difficult. Recent studies indicate that about 80% of price action in the majority of widely traded stocks is closely correlated to a related index.
